Lead - Account - Message: Unexpected behaviour

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Hi All,

i have this problem:

We have a Windows Service that create a leads based on a particular action
from our web site. This lead contains only the mail address of the possible
customer.

Subsequently, we create a new contact or account, with a same mail address
of that lead, but without linking them together.

When this customer write a message to a queue, his address is marked as
unknown, even if I close o disqualifies the lead. Only if I cancel the lead,
the CRM recognize the correct message sender as contact/account.



This is unexpected behaviour,

Does anyone know how to avoid this ?





TIA

Paul
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RE: Lead - Account - Message: Unexpected behaviour by MattNC

MattNC
Tue Jun 27 20:30:01 CDT 2006

If two active records of any type (lead, contact or account) have the same
email address, CRM won't know which one to associate the email message to.
That's why the lead needs to be deactivated. Can you add some logic to
qualify the lead, or alternately, skip the lead creation altogether and go
straight to the contact from your windows service?
--
Matt Wittemann, CRM MVP
http://icu-mscrm.blogspot.com


"PaulD" wrote:

> Hi All,
>
> i have this problem:
>
> We have a Windows Service that create a leads based on a particular action
> from our web site. This lead contains only the mail address of the possible
> customer.
>
> Subsequently, we create a new contact or account, with a same mail address
> of that lead, but without linking them together.
>
> When this customer write a message to a queue, his address is marked as
> unknown, even if I close o disqualifies the lead. Only if I cancel the lead,
> the CRM recognize the correct message sender as contact/account.
>
>
>
> This is unexpected behaviour,
>
> Does anyone know how to avoid this ?
>
>
>
>
>
> TIA
>
> Paul
>
>
>
>
Top

Re: Lead - Account - Message: Unexpected behaviour by PaulD

PaulD
Wed Jun 28 02:40:03 CDT 2006

Hi Matt,
as i thinking, the problem is due to a duplicate record.
Now i need to revise my service in order to add the logic to qualify the
lead,
i don't see any other way.



Thank You for your response,
Paul

"MattNC" <MattNC@discussions.microsoft.com> ha scritto nel messaggio
news:8E0336C8-1A19-46E1-A45F-17C265F76A97@microsoft.com...
> If two active records of any type (lead, contact or account) have the same
> email address, CRM won't know which one to associate the email message to.
> That's why the lead needs to be deactivated. Can you add some logic to
> qualify the lead, or alternately, skip the lead creation altogether and go
> straight to the contact from your windows service?
> --
> Matt Wittemann, CRM MVP
> http://icu-mscrm.blogspot.com
>
>
> "PaulD" wrote:
>
>> Hi All,
>>
>> i have this problem:
>>
>> We have a Windows Service that create a leads based on a particular
>> action
>> from our web site. This lead contains only the mail address of the
>> possible
>> customer.
>>
>> Subsequently, we create a new contact or account, with a same mail
>> address
>> of that lead, but without linking them together.
>>
>> When this customer write a message to a queue, his address is marked as
>> unknown, even if I close o disqualifies the lead. Only if I cancel the
>> lead,
>> the CRM recognize the correct message sender as contact/account.
>>
>>
>>
>> This is unexpected behaviour,
>>
>> Does anyone know how to avoid this ?
>>
>>
>>
>>
>>
>> TIA
>>
>> Paul
>>
>>
>>
>>


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